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MB Generational Wealth’s Vanguard Extended Market ETF VXF Stock Holding History

MB Generational Wealth’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,537
Closed -$259K – 61
2024
Q2 		$259K Sell
1,537
-1,362
-47% -$230K 0.2% 45
2024
Q1 		$282K Buy
2,899
+1,309
+82% +$217K 0.22% 40
2023
Q4 		$261K Buy
+1,590
New +$234K 0.25% 40

Other funds holding VXF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MB Generational Wealth's VXF Position: Q3 2024 in Review

MB Generational Wealth sold out of Vanguard Extended Market ETF (VXF) in Q3 2024, closing a stake of 1,537 shares — an estimated $259K sold.

MB Generational Wealth first reported a position in VXF in Q4 2023 and held it in 3 quarters. The position peaked at $282K in Q1 2024. 812 funds tracked by Wall St. Rank hold VXF as of Q3 2024.

  • MB Generational Wealth reported no remaining Vanguard Extended Market ETF position as of Q3 2024 after selling out during the quarter.
  • MB Generational Wealth sold 1,537 Vanguard Extended Market ETF shares in Q3 2024, an estimated $259K.
  • MB Generational Wealth first reported a position in Vanguard Extended Market ETF in Q4 2023 and held it in 3 quarters.
  • MB Generational Wealth's Vanguard Extended Market ETF position peaked at $282K in Q1 2024.
  • 812 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q3 2024.

Based on MB Generational Wealth's 13F filing for Q3 2024, filed 7 Nov 2024.